See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,591 | $117,983-28.3% | $101,794-16.9% | $142,382-40.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 7.35% | 36.92%-29.6pp | 30.53%-23.2pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,486 | $2,773-46.4% | $2,289-35.1% | $4,299-65.4% |
| Participant deferral / active EE | $2,236 | $4,714-52.6% | $4,084-45.3% | $6,507-65.6% |
| Admin fee / account holder | $3,094 | $10,433-70.3% | $8,777-64.7% | $12,624-75.5% |